- Collect, review, and organize equity and LTIP documentation (employee + investor populations)
- Reconcile equity ownership and LTIP award details to supporting documents and source files
- Build and maintain complex Excel schedules to capture and report equity ownership and LTIP details by employee/investor
- Identify gaps, inconsistencies, and missing support; drive resolution with stakeholders
- Create clear, repeatable outputs that can be used for ongoing tracking and future reporting needs
- 5+ years of experience in financial analysis, equity administration support, or a similar analytical role
- Strong attention to detail with proven ability to reconcile large, complex datasets accurately
- Expert-level Excel skills (advanced formulas, pivots, structured schedules; comfort building from scratch)
- Strong systems aptitude and ability to learn/triage new source data quickly
- Excellent written and verbal communication skills; comfortable working cross-functionally
- Flexibility: Accept and reject projects to fit your life and goals
- Compensation: Get paid for every hour you work
- Growth: Build your network and expand your skill set across exciting clients and projects
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Senior Equity Analyst - Austin - Beech Valley Solutions
Description
Senior Equity Analyst (Equity Ownership + LTIP)
Beech Valley is seeking a Senior Equity Analyst to support a logistics company with organizing and reconciling equity ownership and long-term incentive plan (LTIP) award details by employee and investor. This is an interim, onsite role for someone who is highly detail-oriented, thrives in complex data environments, and can turn messy inputs into clean, auditable schedules.
You'll partner closely with Legal, HR, and Finance to collect documentation, reconcile equity/LTIP details, and build robust reporting schedules in Excel.
What You'll Do
What We're Looking For
Why Beech Valley?
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Stock Plan Analyst
Only for registered members Austin, Texas Metropolitan Area
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Stock Plan Analyst
Only for registered members Austin
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Stock Plan Administrator
Only for registered members Austin
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HR - Stock Plan Analyst
Only for registered members Austin
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Quant Research Analyst
Only for registered members Austin
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Sr. Financial Analyst
Only for registered members Austin, TX
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Quant Research Analyst
Only for registered members Austin, TX
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Investments Analyst
Only for registered members Austin, TX
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Deal Transaction Sales
Only for registered members Austin
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Investments Analyst
Only for registered members Austin
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Director - Infrastructure, Value and Risk Advisory
Only for registered members Austin
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2027 Capital Markets Summer Analyst
Only for registered members Austin
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Investment Officer
Only for registered members Austin
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2027 Investment Banking Summer Analyst
Only for registered members Austin
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2027 Capital Markets Summer Analyst
Only for registered members Austin, TX
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Stock Plan Analyst
Only for registered members Austin, TX
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HR Analyst
Only for registered members Austin, TX
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Investment Analyst Summer Intern
Only for registered members Austin, Texas
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2027 Investment Banking Summer Analyst
Only for registered members Austin, TX
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Corporate Development Analyst
Only for registered members Austin
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Technical Business Analyst
Only for registered members Austin